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Fulcrum Equity Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Fulcrum Equity Management’s Portfolio FCTR Stock Details FCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-68,440
Closed -$2.33M – 185
2021
Q3 		$2.33M Sell
68,440
-248
-0.4% -$8.78K 0.9% 38
2021
Q2 		$2.39M Buy
+68,688
New +$2.35M 0.89% 32

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Fulcrum Equity Management's FCTR Position: Q4 2021 in Review

Fulcrum Equity Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2021, closing a stake of 68,440 shares — an estimated $2.33M sold.

Fulcrum Equity Management first reported a position in FCTR in Q2 2021 and held it in 2 quarters. The position peaked at $2.39M in Q2 2021. 96 funds tracked by Wall St. Rank hold FCTR as of Q4 2021.

  • Fulcrum Equity Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 68,440 First Trust Lunt US Factor Rotation ETF shares in Q4 2021, an estimated $2.33M.
  • Fulcrum Equity Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's First Trust Lunt US Factor Rotation ETF position peaked at $2.39M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.